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Article

The Possibilities of Phenomenology for Organizational Research

Michael J. Gill1

Abstract Qualitative researchers have developed and employed a variety of phenomenological methodologies to examine individuals’ experiences. However, there is little guidance to help researchers choose between these variations to meet the specific needs of their studies. The purpose of this article is to illuminate the scope and value of phenomenology by developing a typology that classifies and contrasts five popular phenomenological methodologies. By explicating each methodology’s differing assumptions, aims, and analytical steps, the article generates a series of guidelines to inform researchers’ selections. Subsequent sections distinguish the family of phenomenological meth- odologies from other qualitative methodologies, such as narrative analysis and autoethnography. The article then identifies institutional work and organizational identity as topical bodies of research with particular research needs that phenomenology could address.

Keywords phenomenology, qualitative research, methodology, hermeneutics

Introduction

Phenomenology is both a philosophical movement and a family of qualitative research methodolo-

gies. The term phenomenology refers to the study of phenomena, where a phenomenon is anything

that appears to someone in their conscious experience (Moran, 2000). Phenomenological philosophy

has informed a variety of prominent concepts within organization studies, including social construc-

tion (Berger & Luckmann, 1966) and neo-institutional theory (Meyer, 2008). The application of

phenomenology to organizational research, however, remains limited despite frequent articulations

of its power to understand human experience (Conklin, 2007; Ehrich, 2005; Gibson & Hanes, 2003).

Within organization studies, the ‘‘very rare’’ (Holt & Sandberg, 2011, p. 237) methodological

articles that explain a phenomenological approach (Sanders, 1982) or contrast phenomenology with

other methodologies (e.g., Goulding, 2005; Suddaby, 2006) suggest that there is one orthodox type.

1University of Oxford, Saı̈d Business School, Oxford, United Kingdom

Corresponding Author:

Michael Gill, University of Oxford, Saı̈d Business School, Park End Street, Oxford, OX1 1HP, United Kingdom.

Email: [email protected]

Organizational Research Methods 2014, Vol. 17(2) 118-137 ª The Author(s) 2014 Reprints and permission: sagepub.com/journalsPermissions.nav DOI: 10.1177/1094428113518348 orm.sagepub.com

Yet, distinct phenomenological methodologies have proliferated in other social sciences, including

nursing, pedagogy, and psychology. Comprehending this diversity remains difficult, as no research

has attempted to chart the contours of phenomenology as a research methodology. Indeed, there is a

paucity of articles that systematically compare types of phenomenology across disciplines and an

absence of articles that consider how these types collectively differ from alternative, recently devel-

oped qualitative approaches. Thus, for organization researchers, much of the potential scope and

value of phenomenology remains unrealized.

The objective of this article is to develop a typology to classify and contrast five phenomenolo-

gical methodologies from diverse disciplines. By comparing the differing assumptions, aims, and

analytical steps of each methodology, the article seeks to illuminate the broad possibilities of

phenomenology to address a range of research questions. Although it is beyond the scope of this

article to examine each type of phenomenology entirely, it elaborates a series of guidelines to sup-

port researchers in selecting one type that is apposite to their needs. This article also clarifies the

utility of phenomenological research through comparisons with other qualitative methodologies that

may appear to perform a similar function, such as narrative analysis and autoethnography. In doing

so, the article seeks to guide researchers through the increasing plurality of qualitative methodolo-

gies (Cunliffe, 2011) and to extend and inform their methodological choices within the interpretive

traditions (Prasad & Prasad, 2002; Zald, 1996).

Six sections structure this article. First, it briefly introduces the philosophy of phenomenology to

explicate the divide between its descriptive and interpretive forms. Second, drawing on this divide,

the article develops a typology that classifies and contrasts five phenomenological methodologies

and then generates guidelines to support researchers in selecting one type. Third, it posits that these

distinct methodologies relate to one another through several inherent similarities that render them

phenomenological. Fourth, it distinguishes this family of phenomenological approaches from other

forms of qualitative inquiry. Fifth, it posits the need for, and timeliness of, such methodologies by

highlighting their potential to support the development of original perspectives within topical bodies

of research such as institutional work and organizational identity. Sixth, the article considers the

possibilities of developing new phenomenological approaches to research before concluding.

Phenomenological Philosophy

While a variety of philosophers have advanced and developed phenomenology, most types of

phenomenology draw principally from the work of Edmund Husserl or Martin Heidegger. Given the

large amount of literature that discusses their ideas (e.g., Holt & Sandberg, 2011), the aim of this

section is only to draw a clear distinction between Husserl’s descriptive and Heidegger’s interpretive

approaches to phenomenology. This distinction is important because it illuminates many of the

fundamental differences between the methodologies that this article will go on to examine.

Husserl’s Descriptive Phenomenology

Edmund Husserl is the putative founder of phenomenological philosophy, and his work directly

informs ‘‘descriptive’’ phenomenological methodologies, which seek to describe the essence of

experiences. In his 1927 entry for Encyclopedia Britannica, Husserl (translated by Palmer, 1971)

states that the term phenomenology designates two things: ‘‘a new kind of descriptive method which

made a breakthrough in philosophy at the turn of the century, and an a priori science derived from it’’

(p. 77).

Husserl refers to his descriptive method as ‘‘reduction,’’ which underpins the analytical process

of several phenomenological methodologies. In his other publications (Husserl, 1973, 2001, 2012),

he discuss several kinds of reduction—the initial one being the phenomenological (or

Gill 119

transcendental) reduction. This reduction requires the phenomenological epoché or bracketing,

where a phenomenologist suspends his or her assumptions and presuppositions about a phenomenon.

By disconnecting from, or transcending, the natural attitude of the ‘‘everyday life,’’ Husserl (2012)

believed his method of phenomenological reduction provided an outlook ‘‘upon ‘transcendentally’

purified phenomena’’ (p. 3) where purified means free from everyday assumptions.

A further tenet of descriptive phenomenological methodologies is a search for essences. This

calls for a further, different kind of reduction known as eidetic reduction. Following reduction to the

transcendent, there is further reduction to the eidos or the essence. Essence refers to the a priori,

essential structures of subjective experiences or ‘‘that without which an object of a particular kind

cannot be thought, i.e. without which the object cannot be intuitively imagined as such’’ (Husserl,

1973, p. 341). Husserl suggested phenomenologists could see these essences through intuition or,

more specifically, through the process of free variation. This process requires imagining different

variations of the phenomenon under study to see what remains as its invariant or essential aspect

without which it would be inconceivable. Phenomenology is ‘‘a science which aims exclusively

at establishing ‘knowledge of essences’’’ (Husserl, 2012, p. 3). Phenomenology ‘‘must bring to pure

expression, must describe in terms of their essential concepts, the essences which directly make

themselves known in intuition’’ (Husserl, 2001, p. 86). To Husserl, essences are the foundation for

all other knowledge and phenomenological methodologies based on his work share his goal to

describe these essences.

Heidegger’s Interpretive Phenomenology

Martin Heidegger, a student of Husserl, developed his own type of phenomenology that differed in

terms of both subject and method, inspiring ‘‘hermeneutic’’ or ‘‘interpretive’’ phenomenological

methodologies. Heidegger began to outline his divergence from Husserl in his seminal treatise Being

and Time, stating that with ‘‘regard to its subject matter, phenomenology is the science of the being

of entities—ontology’’ (Heidegger, 1996, p. 33). In contrast to Husserl’s epistemological focus, Hei-

degger considers the question of being and in particular explores the human experience of being,

which he terms ‘‘Dasein.’’ Heidegger’s employment of such a neologism reflected his desire to

develop a language unencumbered by the assumptions of the Cartesian subject-object divide. As

Heidegger (1988) explained, the ‘‘self and world belong together in the single entity, Dasein’’

(p. 297).

To explore the concept of Dasein, Heidegger emphasized the role of interpretation in any phe-

nomenological endeavor. He states that the ‘‘methodological meaning of phenomenological descrip-

tion is interpretation’’ and that ‘‘Phenomenology of Daesin is hermeneutics in the original

signification of that word, which designates the work of interpretation’’ (Heidegger, 1996, p. 33).

For any phenomenological methodology drawing on the work of Heidegger, interpretation is not

a choice but an integral aspect of research. As Dreyfus (1991) notes in his reading of Heidegger’s

work, Heidegger introduced the hermeneutic method into modern philosophy by explicating the

necessity of interpretation in the study of human being. Heidegger (1988) suggested that individuals

are ‘‘always already in an environing world’’ (p. 164), meaning that everyone exists in a culturally

and historically conditioned environment from which they cannot step outside. Existence is always

set against a background that contextualizes experience. In this way, an individual’s culture and

traditions influence their understanding of an experience. As such, Heidegger (1996) challenges the

notion that we can ever be free of assumptions, arguing that an ‘‘interpretation is never a presuppo-

sitionless apprehending of something to us’’ (p. 141). Heidegger’s interpretive approach to studying

human existence denies the possibility of fully detached reflection and thereby disputes Husserl’s

idea of bracketing presuppositions to articulate an essence.

120 Organizational Research Methods 17(2)

Differences Between Types of Phenomenological Methodologies

Any type of phenomenological methodology rests upon an interpretation of phenomenological

philosophy. Though many methodological articles within organization studies describe phenomen-

ology as one standard methodology (e.g., Goulding, 2005; Suddaby, 2006), it is important for

researchers to recognize that a variety of types exist due, primarily, to different underlying phenom-

enological philosophies. As Heidegger (1988) insisted, ‘‘there is no such thing as the one phenom-

enology’’ (p. 328). These different philosophies inform the often incommensurable assumptions,

objectives, and analytical steps of different phenomenological methodologies.

Table 1 provides a classificatory typology of five phenomenological methodologies. The article

selected these five methodologies as they originated from diverse disciplines, possess high citations

in their respective disciplines, and effectively demonstrate the scope of phenomenology. The meth-

odologies in this typology relate to one another through a hierarchy, with an overarching concept of

being phenomenological. As in other typologies, the column and row categories illuminate the

attributes of each methodology (Collier, LaPorte, & Seawright, 2012). The columns utilize a

descriptive-interpretive (Husserlian-Heideggerian) dichotomy to classify each methodology.

This typology’s rows draw out the underlying dimensions of each methodology to clarify their

differences for researchers. The first row considers the disciplinary origin of each type to illuminate

their heritage and to indicate the subjects that they typically explore. The second row attempts to

interpret and convey to researchers the nature of each methodology, for example whether it is more

of a method with specific steps or more of an artistic endeavor. The third row considers the aim of

each methodology, helping researchers to discern their different purposes. The fourth row considers

the participant and sampling requirements of each type, so that researchers can understand the prac-

tical implications of pursuing one particular methodology. The fifth row lists some of the key con-

cepts associated with each type to help researchers appreciate their different analytical processes and

distinct terminology. The final row provides examples of each methodology’s application in orga-

nization studies to provide researchers with illustrations of their utility.

A potential consequence of categorization and classification is some degree of simplification

(McKinney, 1969). Each methodology possesses its own subtleties that a single article or table can-

not capture. As such, this article does not seek to explain all the key tenets of each methodology, as

various articles and textbooks already perform this task. Instead, the construction of a typology

enables this article to go on to contrast each of the five phenomenological methodologies to support

researchers in discerning which type is apposite to their research needs. A final subsection reflects

on these comparisons and draws on the typology’s columns and rows to offer a set of guidelines for

researchers contemplating phenomenological studies.

Sanders’s Phenomenology for Organizational Research

Patricia Sanders’s (1982) article is one of the few attempts to outline a phenomenological approach

to the study of organizations and remains one of the most highly cited. Sanders describes her

phenomenology as a research technique that seeks to ‘‘make explicit the implicit structure and mean-

ing of human experiences’’ (p. 354) by exposing the universal pure essences that underlie human

consciousness. This search for essences renders Sanders’s approach a distinctly descriptive and

Husserlian type of phenomenology.

Sanders argues that a phenomenologist should probe a limited number of individuals as sufficient

information may be collected through the intensive interviewing of approximately three to six indi-

viduals. She goes on to suggest that while interviews are the centerpiece of phenomenological

research, researchers can use document analyses and participant observation techniques conjunc-

tively. By recording and transcribing interviews, researchers produce narratives to analyze.

Gill 121

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122

Sanders notes that Husserl’s bracketing is essential for any phenomenological inquiry and then

sets out four levels of phenomenological analysis. First, a researcher describes the phenomena

experienced by a participant, as revealed in interviews. Second, a researcher identifies the common

themes (invariants) that emerge across the descriptions. Third, a researcher reflects on these themes

and establishes the object as perceived or ‘‘the what’’ of a participant’s conscious experience (the

noema) and the meaning this holds for the participant or ‘‘the how’’ this is experienced (the noesis).

It is their relationship, or the nomematic/noetic correlates, which represent ‘‘the individual’s percep-

tion of the reality of the phenomena under investigation’’ (Sanders, 1982, p. 357). Fourth, a

researcher utilizes intuition and reflection, or eidetic reduction, to abstract the essences or ‘‘the

why’’ an individual experiences a phenomena in the way they do.

The strength of Sanders’s article stems from its provision of practical steps for organizational

researchers who wish to pursue phenomenological research. However, few subsequent studies

develop or elaborate her approach. In an indicative example, Kram and Isabella’s (1985) pioneering

research into mentoring within organizations cites Sanders’s phenomenology as informing their data

analysis but refer to her work only once. Consequently, several important aspects of conducting San-

ders’s phenomenology remain unclear, such as how to undertake the different stages of reduction or

bracket presuppositions fully.

Giorgi’s Descriptive Phenomenological Method

Amedeo Giorgi’s descriptive phenomenological method is one of the most thoroughly developed

and highly cited types of phenomenology (see Wertz, 2005). Unlike Sanders, Giorgi has been

prolific in detailing his modifications to Husserl’s phenomenological philosophy to create a psycho-

logical phenomenology and in providing rigorous guidelines to advance a phenomenological science

(Giorgi, 2006a). His phenomenology aims to establish and present the essence of a particular

psychological phenomenon (Giorgi, 1985, 1997, 2009).

Sampling between descriptive types of phenomenology is consistent as Giorgi, like Sanders, calls

for at least three participants as ‘‘a sufficient number of variations are needed in order to come up

with a typical essence’’ (Giorgi, 2008, p. 37). A small number of participants is required, however, as

researchers must thoroughly assess all data, where data are the description of a situation by an

experiencer (Giorgi, 2006a), typically through interviews.

Though Giorgi’s method appears very similar to Sanders’s phenomenology, and also requires

bracketing (Giorgi, 2009), he does employ different terminology and a subtly different analytical

process with an emphasis on meaning units. Giorgi (1985) prescribes four analytical steps. First,

a researcher must read the full description provided by a participant to get a sense of their whole

experience. Second, a researcher must read the text to identify and isolate ‘‘meaning units.’’ Mean-

ing units are the separate sections of an interview that present a change in meaning for the participant

in relation to a particular phenomenon. Third, a researcher probes these meaning units through

Husserl’s method of imaginative variation. Giorgi (2007) states that if ‘‘the imaginative elimination

of an aspect causes the phenomenon to collapse, then that aspect is essential’’ (p. 64). Fourth, a

researcher integrates and synthesizes the meaning units into a consistent statement of the structure

of the phenomenon, which equates to its essence.

Giorgi (1985, 2006b) provides guidance to other social scientists seeking to use his method,

suggesting that an appropriate disciplinary attitude should be adopted within the context of the phe-

nomenological attitude. Giorgi’s attitude is psychological because it assumes a participant’s psyche

as a fact and does not attempt to bracket it away. So, ‘‘if one is a nurse, then a nursing attitude should

be adopted and if a psychologist, then a psychological attitude is required, and so forth’’ (Giorgi,

2006b, p. 354). However, only a small number of organization scholars explicitly draw upon Gior-

gi’s method to develop new insights. In one example, McClure and Brown (2008) utilized Giorgi’s

Gill 123

method to establish the complex constituents, or themes, that are essential to understanding the

experience of belonging at work. These researchers interviewed 12 participants and analyzed the

transcribed interview text to identify meaning units and possible themes. Through a close reading

of the text, the researchers established the themes that collectively made up the structure of the expe-

rience, the strongest of which was the discovery of self within a job alongside being invited and

learning to be part of a group. These researchers pointed out that this phenomenological approach

enabled them to gain clarity about the underlying nature of a phenomenon and particular work

experiences.

van Manen’s Hermeneutic Phenomenology

Max van Manen’s (1990) hermeneutic phenomenology emerged within the discipline of pedagogy.

In a clear point of departure from other types of phenomenology, van Manen straddles both descrip-

tive and interpretive phenomenology:

Hermeneutic phenomenology tries to be attentive to both terms of its methodology: it is

descriptive (phenomenological) methodology because it wants to be attentive to how things

appear, it wants to let things speak for themselves; it is an interpretive (hermeneutic) metho-

dology because it claims that there are no such things as uninterpreted phenomena. (p. 180)

To van Manen, ‘‘the aim of phenomenology is to transform lived experience into a textual expres-

sion of its essence’’ (p. 36). Like Sanders and Giorgi, van Manen seeks the essence of a phenomenon,

but in contrast to their conception of phenomenology as a technique or science, van Manen equates

his phenomenology with an artistic endeavor. He describes his phenomenology as a ‘‘poetizing

project’’ (van Manen, 1984) that seeks to speak to the world rather than of the world.

Unlike Sanders and Giorgi, van Manen does not provide specific sampling guidelines, though his

followers also utilize small sample sizes (e.g., nine participants in Gibson, 2004). van Manen sug-

gests that a researcher initially become oriented—adopt a particular perspective—to the phenom-

enon of interest. Then a researcher should gather experiential descriptions from others through

interviews, close observations, and by asking individuals to write their experiences down to generate

original texts or ‘‘protocols.’’

van Manen (1984, 1989) describes four analytical activities and, in contrast to Sanders and

Giorgi, rejects the idea of bracketing, suggesting that researchers should acknowledge their assump-

tions as presuppositions may ‘‘persistently creep back into our reflections’’ (van Manen, 1990,

p. 47). First, a researcher conducts thematic analyses to determine the themes or experiential struc-

tures that make up an experience, separating incidental themes (that can change without affecting the

phenomenon) and essential themes (that make the phenomenon what it is). Second, a researcher

describes the phenomena through the art of writing, which requires multiple sessions of revision

to become ‘‘depthful’’ (van Manen, 1989). Third, a researcher maintains a strong and oriented rela-

tion to the phenomenon, which equates to reflexivity and practicing ‘‘thoughtfulness,’’ whereby the

researchers consider how they act toward and understand their participants. Fourth, a researcher

should balance the research context by considering the parts and whole, remembering to step back

from specific details of ‘‘what something is’’ to construct a piece textual expression.

Few organizational researchers utilize van Manen’s methodology. One study that draws on his

work, though, is Gibson’s (2004) exploration of the essence of women faculty’s experience of being

mentored. Gibson employed conversational interviewing with nine participants on this topic. She

then transcribed and analyzed the interviews, identifying key phrases and discerning commonalities

to generate and revise essential themes of meaning. Having acknowledged and noted her assump-

tions, she established five essential themes: (a) having someone who truly cares and acts in one’s

124 Organizational Research Methods 17(2)

best interest, (b) a feeling of connection, (c) being affirmed of one’s worth, (d) not being alone, and

(e) politics are part of one’s experience. As Gibson demonstrates, this phenomenological approach,

which calls for researchers to bring their assumptions into conscious experience, generates new

insights into the essential nature and meaning of a particular experience.

Benner’s Interpretive Phenomenology

Patricia Benner (1985, 1994) developed her interpretive phenomenology to guide research into the

experience of nursing and patients. In contrast to Husserlian and descriptive methodologies,

Benner’s (1985) approach is ‘‘congruent with a particular theoretical stance (Heideggerian phenom-

enology) taken toward human beings and human experience’’ (p. 5). Benner’s phenomenology

places a significant emphasis on exploring practice, seeking to observe and articulate the common-

alities across participants’ practical, everyday understandings and knowledge (Benner, 1994, p. 103)

though not their private or idiosyncratic understandings.

Unlike the small numbers of participants typically advocated in other phenomenological

methodologies, Benner (1994) suggests that an adequate sample size is achieved when interpreta-

tions are visible and clear and when new informants reveal no new findings. As such, Benner and

colleagues sometimes utilize interpretive teams (Crist & Tanner, 2003) or groups of researchers

trained in interpretive phenomenology to interview over 100 participants (e.g., Tanner, Benner,

Chesla, & Gordon, 1993).

In recognition of Heidegger’s notion of the taken-for-granted background meanings, interpretive

phenomenology seeks to illuminate the kind of knowing that occurs within a particular social situ-

ation (Benner & Wrubel, 1989). This entails engaged reasoning and dwelling in the immediacy of

the participants’ worlds (Benner, 1994). Uncommon in other phenomenological approaches, Benner

and colleagues sometimes utilize group interviews to create ‘‘a natural conversational setting for

storytelling’’ (Tanner et al., 1993, p. 274) alongside observations and field notes of behavior and

interaction in natural settings (Benner, 1985).

In terms of analysis, Benner advocates a thematic analysis of the texts (Benner, 1985) whereby

common themes are identified with sufficient supporting excerpts. Crist and Tanner (2003) provide

a detailed overview of this process and note the importance of developing paradigm cases and

exemplars. A paradigm case is a ‘‘marker’’—a strong or vivid instance—of a particular pattern of

meaning that helps researchers to recognize similarities in other cases. Exemplars, while smaller

than paradigm cases, are salient excerpts of stories or instances that characterize specific common

themes or meanings across informants (Crist & Tanner, 2003). Benner (1985) suggests exemplars or

paradigm cases embody the meaning of everyday practices and that by establishing and presenting

them researchers can portray individuals’ lived meanings.

Interpretive phenomenology’s analytic guidelines are not specific to nursing, and researchers in

other disciplines could apply them. However, only Yakhlef and Essén (2012) appear to have utilized

Benner’s approach within organization studies. Sharing Benner’s interest in examining caring

practices, they employed several data generation techniques including open-ended interviews and

observations across two Swedish community care organizations. Many of these observations

focused on the care workers’ bodily performances. By interpreting the data and text, the authors

extracted several exemplars of similarities across the participants’ experiences. These exemplars

illustrated how care workers would often deviate from bureaucratic rules through their improvised

performances to adjust to particular circumstances, such as when they needed more time than

prescribed. By focusing on the body’s skilful coping, the researchers demonstrated how physical

practices could resist bureaucratic power and how innovative action arises. This study demonstrates

the power of Benner’s phenomenology to attend the experiences of the body and to examine the

meaning of practices.

Gill 125

Smith’s Interpretative Phenomenological Analysis

Jonathan Smith’s interpretative phenomenological analysis (IPA) is a recent type of phenomenol-

ogy, and since its emergence (Smith, 1996), it has become increasingly popular in psychology,

producing hundreds of studies (Smith, 2010). IPA employs flexible guidelines, rendering it more

of a craft than a technique or scientific method (as criticized by Giorgi, 2010). As its name suggests,

IPA ‘‘concurs with Heidegger that phenomenological inquiry is from the outset an interpretative

process’’ (Smith, Flowers, & Larkin, 2009, p. 32). IPA aims to explore in detail how participants

make sense of their personal and social world and the meanings particular experiences or events hold

for participants (Smith & Osborn, 2003).

IPA’s idiographic nature separates it from most other phenomenological methodologies. In

seeking to capture and convey the richness of a particular person’s experience, Smith has argued for

single case studies where a single participant is used to push the idiographic logic of IPA (Smith,

2004). While Smith’s ‘‘interpretative’’ phenomenological analysis is similar to Benner’s ‘‘interpre-

tive’’ phenomenology, his idiographic emphasis is an important point of a distinction. In a further

point of difference, while IPA can employ observations and focus groups, as they are helpful for

researchers to understand particular contexts (Smith et al., 2009), data collection usually occurs

through semi-structured interviews.

Smith and Osborne (2008) outline four key stages of inductive analysis for researchers underlying

which is the double hermeneutic, whereby a researcher attempts to make sense of the participant’s

sense-making activity. First, a researcher reads one transcript closely for familiarity and then looks

for emerging themes, annotating significant points. The researcher then develops his or her notes

into concise themes that capture the ‘‘essential quality’’ of the respondent’s comments. Second, a

researcher clusters together connected or related themes to create master (superordinate or overarch-

ing) themes. Third, a researcher uses the emergent themes from the first transcript to orient the

analysis of subsequent transcripts, in an iterative fashion. Once each transcript has been analyzed,

a final table of superordinate themes is constructed. Fourth, the outcome of the analytical process

is a narrative account where ‘‘the researcher’s analytic interpretation is presented in detail with

verbatim extracts from participants’’ (Smith et al., 2009, p. 4).

More so than other phenomenological methodologies, Smith and colleagues (2009) encourage

the expansion of IPA from psychology into cognate disciplines, pointing out that researchers in other

disciplines also seek to examine the experiential. A small but growing number of management scho-

lars have utilized IPA to yield new insights (Cope, 2011; Fitzgerald & Howe-Walsh, 2008; Gill,

2013; Murtagh, Lopes, & Lyons, 2011; Rehman & Roomi, 2012; Wise & Millward, 2005). For

instance, Murtagh et al.’s (2011) IPA study sought to understand the experience of voluntary career

changes for women. Their study purposively recruited eight women with relevant experiences and

utilized semi-structured interviews to interview the participants multiple times. Rich accounts of

how each participant made sense of their decisions revealed how they initially took steps that they

did not intend to use to change careers but that they later viewed as pivotal. The participants pro-

gressed with these steps when they experienced positive emotions, in contrast to following a sys-

tematic approach to making career decisions. Murtagh et al.’s study therefore highlighted the

emotional drivers of career decisions and provided empirical evidence for the other-than-rational

decision making.

Guidelines for Selecting One Type of Phenomenology

By contrasting five different types of methodology that have emerged over the past 30 years, this

article hopes to have demonstrated that there is no orthodox or standard phenomenological metho-

dology. Indeed, the five methodologies contained in the typology are not exhaustive, and numerous

126 Organizational Research Methods 17(2)

other phenomenological types exist, each with their own attributes (e.g., Colaizzi, 1978; Moustakas,

1994; Polkinghorne, 1989; Ricoeur, 1976). Nonetheless, the typology helps researchers to consider

the assumptions and implications of different types. With reference to the typology, this section

closes by offering some points to guide researchers in their selection of one particular type of

phenomenological approach that is apposite to their research needs.

Descriptive or Interpretive Phenomenology

A phenomenological researcher’s epistemological and ontological assumptions should inform his or

her selection of a particular methodology. Beyond a connection to a broad conception of phenom-

enology, a researcher should establish if his or her assumptions more closely align with Husserl,

Heidegger, or a combination of different phenomenological philosophers. Selecting one particular

type of phenomenological philosophy to underpin a study can preclude the application of certain

types of phenomenological methodologies. As Osborne (1994) points out, potential researchers

should appreciate that hermeneutic phenomenology makes ‘‘an interpretive leap beyond Husserlian

phenomenology’’ (p. 174). For example, the practice of bracketing that is essential to Sanders and

Giorgi’s methodologies would be inappropriate in Benner and Smith’s approaches.

Aims

Closely linked to a researcher’s philosophical assumptions, the nature of the research question and

the intended research outcomes should also guide the selection of a particular methodology. This is a

subtle but important distinction between phenomenological approaches (see Finlay, 2009). If a

researcher is aiming to describe an experience in general (i.e., as one shared by many), then Giorgi’s

descriptive phenomenology would be appropriate. If a researcher is aiming to articulate the

commonalities of individuals’ experiences within a particular context, then Benner’s interpretive

phenomenology is a suitable option. Alternatively, if a researcher seeks to explicate individual expe-

rience, then Smith’s IPA would be an apt choice.

Participants and Sampling Strategy

It is important for a researcher to consider the practical elements of his or her phenomenological study,

such as research access, as different phenomenological methodologies necessitate different sampling

approaches and numbers of participants. For example, using only one participant would be entirely appro-

priate in Smith’s IPA but would fail to meet the basic criteria of Giorgi’s descriptive phenomenological

method that requires at least three participants. Furthermore, though both Benner and Smith’s approaches

are interpretive and can explore commonalities across several participants, they differ in their sampling

strategies. Benner’s interpretive phenomenology would necessitate sampling until no new information

emerges. In contrast, information saturation would be superfluous when utilizing Smith’s IPA.

Key Concepts of Data Collection and Analysis

The selection of a particular methodology informs the practical steps of conducting a phenomeno-

logical research study. While all approaches seek to capture the lived experiences of participants,

they utilize different concepts and emphasize different methods of data collection. For example, all

the methodologies considered in this article employ interviews, but where appropriate, van Manen

favors the use of protocols while Benner advises researchers to conduct group interviews and obser-

vations. Furthermore, each methodology advances its own analytical steps and terminology. Thus,

the selection of a specific phenomenological methodology is also a choice of particular philosophi-

cal assumptions and a certain course of action.

Gill 127

Similarities Across the Family of Phenomenological Methodologies

While different types of phenomenology exist, their differences should not obscure their similarities

and the characteristics that unite these approaches as phenomenological. Herbert Spiegelberg (1982)

likened the various philosophies of phenomenology to a stream, which incorporates parallel

currents, each with a common point of departure but not necessarily moving toward the same desti-

nation or at the same speed. In this way, Spiegelberg argued that while phenomenology is not easy to

characterize, it is a movement, as its various forms possess common features. The simile of the

stream appears equally apt for the varieties of phenomenological methodologies. This article posits

that phenomenological methodologies are a family of approaches, related through five interrelated

commonalities: a shared foundation of phenomenological philosophy, an explicit interest in the

meaning of individuals’ experiences, attempting to grasp the point of view of the ‘‘experiencer,’’

homogenous sampling, and thematic analyses that necessitate creativity and imagination.

Phenomenological philosophy and its challenge to the natural sciences’ treatment of subjectivity

underpin all forms of phenomenology. As Moran (2000) argues, ‘‘the whole point of phenomenol-

ogy is that we cannot split off the subjective domain from the domain of the natural world as scien-

tific naturalism has done. Subjectivity must be understood as inextricably involved in the process of

constituting objectivity’’ (p. 15). In this way, phenomenological investigations reject the Cartesian

subject-object relationship that is central to the natural sciences and challenge natural sciences’

ability to examine fully individuals’ experiences. Indeed, Giorgi (2006a) notes that ‘‘to use phenom-

enological philosophy as a basis for psychological (or other social science) research also implies that

a phenomenological theory of science is presupposed even if it is not acknowledged’’ (p. 306). As a

result, many phenomenological scholars have labeled their approach as a human science (e.g.,

Giorgi, 2005; Smith, 2007; van Manen, 1990).

Phenomenological inquiry seeks to explore and examine experiences. Smith (2004) suggests that

different types of phenomenology, including his IPA, are ‘‘part of a stable of closely connected

approaches which share a commitment to the exploration of personal lived experience, but which

have different emphases or suggested techniques to engage in this project’’ (p. 41). van Manen

(1990) expresses similar sentiments, when he suggests that phenomenologists strive to understand

the meanings of a person’s experience rather than providing causal explanation of such experiences.

Phenomenologists’ ultimate aim is to understand an experience, as far as possible, as opposed to

using this understanding to predict or explain behavior.

As a related point, phenomenological approaches usually attempt to describe experiences from

the point of view of the ‘‘experiencer.’’ Phenomenology assumes that human beings seek meaning

from their experiences and that their accounts convey this meaning. Therefore, to describe this

meaning entails staying close (Smith et al., 2009) to research participants’ language to provide a

faithful account that clearly connects a researcher’s interpretations to the participants’ experiences.

Phenomenological studies utilize homogenous and purposive samples. They recruit participants

who can offer a meaningful perspective of the phenomenon of interest and who share a certain lived

experience. Although phenomenological approaches typically employ small sample sizes, this is not

always the case; for example, Benner and colleagues’ (Tanner et al., 1993) use of interpretive teams

facilitated the study of hundreds of participants. Nonetheless, generalizations are usually limited to

the specific groups researchers are studying, and all forms of phenomenology emphasize rich

qualitative accounts over the quantity of data (Sanders, 1982).

All the types of phenomenology considered in this article apply some form of thematic analysis to

unravel the experiences under study. Giorgi (1997), for example, ‘‘thematizes the phenomenon of con-

sciousness’’ (p. 236), and Smith et al. (2009) call for researchers to analyze the structural or thematic

aspects of experience. For phenomenologists, thematic analysis necessitates creativity and imagina-

tion. This could take the form of Giorgi’s free imaginative variation or an ‘‘artistic endeavour, a

128 Organizational Research Methods 17(2)

creative attempt to somehow capture a certain phenomenon of life’’ as articulated by Smith et al.

(2009, p. 39).

While different types of phenomenology exist, often with differing assumptions or processes,

their differences should not obscure their fundamental similarities. All phenomenological methodol-

ogies operate within a broad tradition of phenomenological thought and associated principles. These

commonalities enable this article to distinguish phenomenological methodologies collectively from

other, similar qualitative methodologies.

Contrasting Phenomenology With Other Qualitative Approaches

While several articles compare phenomenology to grounded theory (e.g., Baker, Wuest, & Stern,

1992; Suddaby, 2006) and ethnography (Goulding, 2005), the extant methodological literature pro-

vides little examination of how the phenomenological family of approaches remains distinctive from

other qualitative methodologies. This absence obscures the specific and unique value of phenomen-

ology for researchers and clouds the issue of when phenomenology is appropriate to address research

questions. In light of the wide variety of alternatives available, the article focuses on distinguishing

phenomenology from qualitative approaches that may appear, on cursory inspection, to perform a

similar function. These methodologies include those that also focus on the accounts or experiences

of individuals (narrative inquiry, autoethnography), utilize similar analytical processes (template

analysis), or have emerged from phenomenological theories (ethnomethodology).

Narrative analysis or inquiry is interested in ‘‘biographical particulars as narrated by the one who

lives them’’ (Chase, 2000, p. 651). Although many narrative inquiries consider the story of an individ-

ual’s entire life, or their life history, it would be inaccurate to suggest that this is the sole focus of such

studies. As in phenomenology, a narrative could refer to a story about a particular event or a significant

aspect of an individual’s lived experiences (Chase, 2000). Narrative inquiry typically investigates the

narrative of an individual or a small group of individuals, which is also strikingly similar to phenom-

enological approaches and particularly to those with an idiographic emphasis (e.g., Smith et al., 2009).

However, narrative and phenomenological approaches differ in their conceptualization of data. Narra-

tive inquiry tends to view meaning as originating in words and ‘‘takes as its object of investigation the

story itself’’ (Riessman, 2002, p. 218). In contrast, phenomenological researchers use verbal data to

access individuals’ lived experiences. Phenomenological approaches therefore assume a ‘‘chain of

connection’’ (Chapman & Smith, 2002) between what participants says and their experiences. In this

way, phenomenological approaches are appropriate to address research questions that view an expe-

rience as the main object of investigation and not the story of an experience.

Autoethnography is a research approach that is predominantly associated with the work of Carolyn

Ellis and Art Bochner (Ellis, Adams, & Bochner, 2011; Ellis & Bochner, 2000). Autoethnography is ‘‘an

approach to research and writing that seeks to describe and systematically analyze (graphy) personal

experience (auto) in order to understand cultural experience (ethno)’’ (Ellis et al., 2011, p. 273).

Although the label of autoethnography is relatively new, researchers have employed similar approaches

in organization studies (e.g., Dalton, 1959; Gephart, 1978). A shared interest in personal experience ren-

ders autoethnography and phenomenology somewhat similar approaches. However, the aims of phe-

nomenological inquiry remain distinct from both the autobiographical and ethnographic elements of

autoethnography. In terms of the ‘‘auto,’’ although some phenomenological approaches do use the expe-

rience of the interviewer to access the depth of the other (e.g., Moustakas, 1994), phenomenological

researchers typically explore other individuals’ experiences rather than ‘‘writing their own experiences

as a story’’ or viewing the researcher as the subject (Ellis & Bochner, 2000, p. 737). In terms of the ‘‘eth-

nographic’’ element, autoethnographers seek to understand a way of life by initially gazing through an

ethnographic lens to connect the personal to the cultural. In contrast, though interpretive forms of phe-

nomenology are sensitive to context, they seek to explore individuals’ experiences without necessarily

Gill 129

connecting these to a particular cultural identity. As van Manen (1989) points out, phenomenology does

not aim to explain meanings that relate to particular cultures as ethnography does. As such, phenomen-

ological approaches are appropriate to address research questions that seek to examine how others expe-

rience particular phenomena without necessarily relating to a particular culture.

Ethnomethodology is the study of the ways in which ordinary people construct a stable social

world through everyday actions (Garfinkel, 2011). Harold Garfinkel, the founder of ethnomethodol-

ogy, clearly acknowledges his work as originating from Husserl and phenomenology (Garfinkel,

2011, p. ix). Furthermore, many social scientists view ethnomethodology as phenomenological

sociology (Rogers, 1983). Yet, while phenomenological thought inspired ethnomethodology, the

two approaches are distinct in their content. Ethnomethodology examines how individuals organize

and ‘‘account’’ for their everyday activity (see Gephart, 1978) whereas phenomenology seeks to

examine how people experience particular phenomena. Indeed, as Zimmerman (1978) notes, ‘‘the

term ‘phenomenological’ is inappropriate as a blanket characterization of the working tools, meth-

ods, and problems of ethnomethodology, if for no other reason than that it blurs the distinction

between intellectual heritage and intellectual content’’ (p. 8). The phenomenological approaches

in this article are appropriate to explore individuals’ experiences, and the meanings these experi-

ences hold, but not to establish how individuals enact and organize their everyday social activities.

Template analysis is an approach to the thematic analysis of qualitative data. As King (2004), a

leading proponent of template analysis, acknowledges, this thematic approach is different to phenom-

enological approaches because it typically starts with a priori codes, which identify themes strongly

expected to be relevant to the analysis (e.g., Maznevski & Chudoba, 2000). Moreover, it does not ana-

lyze cases in the same depth as phenomenological investigations and is therefore more amenable to

large sample sizes. In contrast, phenomenology seeks to conduct investigations to establish themes

through the thorough investigation of participants’ accounts. However, researchers should note that

template analysis does not necessarily have to begin with a priori codes and could focus on smaller

numbers of individuals. In this way, its analytical process is similar to phenomenology, particularly

Smith’s IPA or indeed any other approach that utilizes thematic analyses. However, template analysis

does not possess a particular philosophical foundation or a connected aim whereas phenomenological

philosophies inform phenomenological methodologies and direct researchers to explore lived experi-

ences. As such, researchers should adopt phenomenological approaches when they possess an associ-

ated philosophical orientation and when they do not begin with a priori codes.

In drawing these comparisons, this article does not suggest that phenomenology should supplant

existing qualitative approaches. Instead, this article posits that phenomenology is a further, valuable

option that is appropriate to address particular research objectives. In particular, phenomenology can

enable researchers to examine how others ascribe meaning to, or make sense of, their particular

experiences within the broad tradition of phenomenological thought.

The Timeliness of Phenomenological Methodologies

This article has explicated when it may be appropriate to employ phenomenological methodologies.

To demonstrate their timeliness, this section suggests that these methodologies are opportune for

developing new insights within current and popular bodies of organizational research. As this article

is constrained by space, consideration is limited to two such opportunities: institutional work and

organizational identity.

Phenomenological Studies of Institutional Work

Modern or neo-institutional theory has become the dominant perspective in organization studies

(Clegg, 2012; Greenwood, Oliver, Sahlin, & Suddaby, 2008). Phenomenological philosophy

130 Organizational Research Methods 17(2)

informed the development of new institutional theory (Holt & Sandberg, 2011) and scholars have

pointed out the ‘‘phenomenological orientation of new institutional scholars’’ (Hirsch & Lounsbury,

1997, p. 412; Meyer, 2008). However, at the time of writing, no institutional scholarship appears to

have employed any form of phenomenology as a research methodology.

It is strange that phenomenology’s tenacious focus on the experience of individuals has led to the

emergence of neo-institutional theory, which has been criticized for its macro perspective and for

failing to consider individuals (Suddaby, 2010). Institutional theory’s recent development has begun

to address more micro-level considerations. For example, the role of individuals in creating, main-

taining, and disrupting the institutions in which they are embedded is the focus of an increasingly

prominent body of research known as institutional work (Lawrence & Suddaby, 2006).

Within institutional work, there have been growing calls for further examinations of individual

and their experiences. Suddaby (2010) suggests that ‘‘methodologically, if we are to take seriously

the ideational aspects of institutions, we need to . . . incorporate interpretivist methods that pay seri-

ous attention to the subjective ways in which actors experience institutions’’ (p. 16). As this article

has argued, phenomenology is a powerful tool for scholars seeking to examine and explore how indi-

viduals subjectively experience and give meaning to particular phenomena, such as institutions.

Furthermore, phenomenological methodologies share an interpretivist heritage (Burrell & Morgan,

1979) with institutional work. Indeed, both phenomenological methodologies and institutional work

emerged from the concepts of phenomenological philosophy. As such, phenomenological methodol-

ogies are both pertinent to the purpose and apposite to the assumptions of institutional work scholars.

Phenomenological Studies of Organizational Identity

Phenomenological methodologies are both suitable and timely in supporting scholars investigating

organizational identity, in terms of those researchers who adopt a traditional view of identity as

enduring and those who consider identity as more dynamic. From a traditional perspective, David

Whetten and Stuart Albert first developed the concept of organizational identity, defining it as that

which members believe to be central, enduring, and distinctive about their organization (Albert &

Whetten, 1985). Although the concept has continued to develop over 25 years, particularly in terms

of how organizational identity changes, Whetten and colleagues (Foreman & Whetten, 2002) lament

the lack of empirical research that explores the enduring properties and nature of organizational

identity over time. While all phenomenological approaches attend to experience, Giorgi and van

Manen’s methodologies are particularly well suited to address this gap given their explicit intention

to establish the enduring essence of phenomena such as organizational identity.

Furthermore, Whetten (2006) recently noted that his formulation of organizational identity

contained a ‘‘phenomenological component [which] posited that identity-related discourse was most

likely to be observed in conjunction with profound organizational experiences’’ (p. 220). This

indicates the value of phenomenological studies to examine organizational members’ experiences

of significant events to illuminate the meaning of organizational identity.

Phenomenological methodologies may also support research that adopts a more dynamic view of

organizational identity. This dynamic view assumes a social constructionist perspective and consid-

ers identity as a product of individuals’ shared interpretations and therefore as more malleable (Cor-

ley et al., 2006; Gioia, Patvardhan, Hamilton, & Corley, 2013). Proponents of this perspective

believe that organizational identity is truly phenomenological (Corley et al., 2006), meaning that

it is something that is experienced as a phenomena by organizational members. These scholars have

noted that the process by which organizational members ‘‘make sense’’ of their organizational iden-

tity ‘‘is an intriguing question for future research to explore’’ (Gioia et al., 2013, p. 164). Given its

focus on how individuals interpret and make sense of particular experiences, Smith’s IPA appears to

offer an appropriate and powerful tool to refine our understanding of organizational identity.

Gill 131

Currently, there is an absence of any phenomenological methodologies within the existing corpus

of organizational identity studies. Yet, in both enduring and dynamic approaches, scholars expressly

refer to organizational identity as phenomenological and as something that is experienced. This

suggests that phenomenological studies may aid the development of fresh insights into how organi-

zational identity is experienced.

Future Possibilities for Phenomenological Research

This section briefly outlines some opportunities for organizational scholars to advance and develop

phenomenological approaches to research. It does so by widening the article’s focus beyond the ideas

of Husserl and Heidegger to draw inspiration from other phenomenological philosophers. For exam-

ple, one opportunity would be for scholars to consider the phenomenology of Maurice Merleau-Ponty

(1964). Merleau-Ponty differed from Husserl and Heidegger by focusing on the relationship between

consciousness and somatic (bodily) experiences (Moran, 2000). While existing research methodolo-

gies have incorporated aspects of Merleau-Ponty’s focus on the body (e.g., Benner, 1994; Giorgi,

1997), there remains the opportunity to develop approaches grounded more explicitly in his philoso-

phy. By interpreting and applying his particular phenomenology, researchers could develop

approaches that examine more closely the embodied experiences of organizational members.

Perhaps the most promising opportunity for researchers to advance phenomenological

approaches is to revisit the work of Alfred Schütz (Schütz, 1967; Schütz & Luckmann, 1973). Schütz

developed a framework of sociology based on phenomenological concepts, synthesizing the work of

Husserl and Max Weber (Schütz, 1999). Central to Schütz’s work is the notion of intersubjectivity,

which describes the shared or mutual subjective understanding between individuals, or the ‘‘we-rela-

tionship’’ (Calhoun, Gerteis, Moody, Pfaff, & Indermohan, 2007; Schütz, 1966). Schütz refocused

phenomenology away from a Husserlian emphasis on individual consciousness and onto intersub-

jectivity, theorizing that individuals’ shared meanings create institutions, organizations, and social

reality (Overgaard & Zahavi, 2009). Schütz’s attempts to understand how actors sustain their social

reality laid the foundation for several theories that are prominent in the field of organization studies,

such as social construction (Berger & Luckmann, 1966) and sensemaking (Weick, 1995). In this

way, Schütz’s phenomenology appears to be a rich source of theories to understand organizations

and institutions.

However, Schütz’s phenomenology provides little explanation of how to employ his ideas to the

study of organizations. One of the rare resources for researchers seeking to conduct Schützian

research is the work of George Psathas. Inspired by Schütz, Psathas (1973) appears to be one of the

first scholars to employ the term phenomenological sociology, describing it as the study of how indi-

viduals’ subjective experiences of groups, communities, and formal organizations inform the exter-

nalization and objectification procedures that create social reality (Eberle, 2012; Nasu, 2012).

Psathas (1973) used this term as the title for an edited collection of contributions from phenomen-

ologists and sociologists. In one contribution, Jehenson (1973) explicates a Schützian approach to

examine the organizational setting of a psychological research hospital. Jehenson revealed how

employees’ social interactions can transform the subjective meanings that they ascribe to organiza-

tional roles. Yet few scholars went on to elaborate or employ Jehenson’s approach over the follow-

ing 40 years (but see Jehenson, 1984). Indeed, although phenomenological sociology has passed

through several waves of development (Bird, 2009; Ferguson, 2006; Rogers, 1983), its application

to the study of organizations remains limited.

Organizational scholars could revisit Schütz and phenomenological sociology to develop

research approaches that examine how individuals’ shared experiences and meanings create their

social world. This would be particularly valuable given that the established phenomenological meth-

odologies discussed earlier in this article tend to examine individuals’ subjective experiences rather

132 Organizational Research Methods 17(2)

than intersubjective experiences. As Psathas (1968) noted, ‘‘phenomenology has a great deal to offer

the social scientist’’ (p. 520).

Conclusion

This article has classified and contrasted a range of phenomenological methodologies. In doing so, it

provides guidance for researchers attempting to navigate through the increasing plurality of quali-

tative methodologies (Cunliffe, 2011). It has also explicated how and when to employ a variety

of phenomenological research approaches. As such, this article equips researchers with more tools

to describe or interpret the meanings replete within organizations, which is an important but often

neglected aspect of organizational research (Gephart, 2004).

Although this article provides classifications and guidelines, it stresses that these function as an

introductory aid to, rather than a replacement for, becoming familiar with the nuances of a particular

phenomenological approach. Although it is beyond the scope of this article, researchers should seek

to understand their selected methodology’s complete interpretation of philosophical ideas into

practical research principles. These interpretations have profound implications for what each type

of phenomenology aims to achieve and how it proposes to examine experience.

Phenomenology, as a family of methodologies, can address a variety of topical research questions

that consider subjective experiences and meanings. Max van Manen (2007) wrote that phenomen-

ology should stir the reader by directing his or her gaze to where meaning originates. This article

hopes to have illuminated the meaning of several phenomenological methodologies to stimulate the

research decisions of organizational scholars.

Acknowledgments

I would like to thank Professor Robert Gephart for his support throughout the evolution of this article. I am also

grateful to Dr. David Gill, Dr. Joanna Adams, and the two anonymous reviewers for their comments.

Declaration of Conflicting Interests

The author(s) declared no potential conflicts of interest with respect to the research, authorship, and/or publi-

cation of this article.

Funding

The author(s) received no financial support for the research, authorship, and/or publication of this article.

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Author Biography

Michael J. Gill is a doctoral student in the Saı̈d Business School, University of Oxford. His research interests

lie in identities, institutions, and professional service firms.

Gill 137